Position in BX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$495,037
+$7,250 QoQ
Shares Held
4,207
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#124
of 216 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,725,165 across 27 Asset Management names. BX ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
4,207 | $495,037 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,599 | $330,316 | |
| 3 | ASST |
Strive, Inc.
|
13,000 | $141,830 | |
| 4 | MAIN |
Main Street Capital CORP
|
2,709 | $140,542 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
8,599 | $92,783 | |
| 6 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
3,878 | $56,386 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
4,825 | $47,333 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,037 | 4,207 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $487,787 | 4,242 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $671,433 | 4,356 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $744,222 | 4,356 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $678,046 | 4,533 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $640,891 | 4,585 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $799,166 | 4,635 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $812,048 | 5,303 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $879,351 | 7,103 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $171,175 | 1,303 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $170,588 | 1,303 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $139,603 | 1,303 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $121,139 | 1,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,475 | 1,326 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,706 | 23 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $123,160 | 1,350 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $245,755 | 1,936 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $181,146 | 1,400 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $162,876 | 1,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $135,996 | 1,400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $104,342 | 1,400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $90,734 | 1,400 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $73,080 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $79,324 | 1,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $63,798 | 1,400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||